Webinar

IRAs and Qualified Retirement Plans

This course is essential for the tax practitioner who wants to update their knowledge of IRAs and Qualified Plans for the 2018 tax compliance year. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of IRAs and qualified retirement plans, as well as the tax implications and designs of these plans, they are better equipped to meet their clients’ needs. Note: This webinar is part of an overall program produced by Werner-Rocca Seminars.  The additional courses in the program are “Federal Income Tax Update – Parts 1 and 2” (8 CPE hours, “The Affordable Care Act – 2018 and Beyond (4 CPE hours), and Understanding IRC Section 199A (4 CPE hours).

 


Objectives

  • To focus on a variety of issues related to IRAs and qualified retirement plans as affected by the Tax Cuts and Jobs Act of 2017

Highlights

  • Regular IRAs
  • Roth IRAs
  • SIMPLE IRAs
  • SEPs
  • Defined benefit pension plans
  • Defined contribution plans
  • 401(k) plans, including Roth 401(k)s
  • New recharacterization rules under the Tax Cuts and Jobs Act

Additional Information

Designed For

CPAs, EAs, and other tax professionals

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Taxes

Course Number

182001379

Level of Knowledge

Intermediate

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